- Bank of America (Boston, MA)
- Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Pennington, New Jersey; Boston, Massachusetts; Conshohocken, Pennsylvania; Charlotte, North ... and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a … more
- Bank of America (Boston, MA)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management ... (OCIO) clients which are primarily endowments, foundations and pension funds. The Fiduciary Officer will be the daily business owner of a variety of client… more
- Wells Fargo (Beverly Hills, CA)
- …services. **About this role:** Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo | Jobs ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Palm Beach, FL)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... this role:** Wells Fargo is seeking a Position Title Fiduciary Specialist Working at Wells Fargo | Jobs and...(wellsfargojobs.com) **About this role:** Wells Fargo is seeking a Fiduciary Specialist. **In this role, you will:** + Administer… more
- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Vero ... Beach, FL. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and… more
- First Horizon Bank (Knoxville, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- First National Bank of Omaha (Dekalb, IL)
- …independently to complete transactions ensuring completeness and appropriate customer, co- fiduciary , advisor, officer and/or committee approvals. Serve as ... Associate provides complex advice and guidance to customers, adhering to all fiduciary standards. They will organize and execute documents, generate reports, general… more
- Bank OZK (Charlotte, NC)
- … Officers. Essential Job Functions + Provides support for assigned senior officer (s) for day-to-day administration of fiduciary accounts including, but not ... requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual … more
- City National Bank (New York, NY)
- *SENIOR FIDUCIARY BUSINESS CONTROL MANAGER* *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business Control ... Officer ("BCO") and senior management of wealth management division...review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
- JPMorgan Chase (New York, NY)
- …the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust.… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust** 1 Positions ID: 3306537 Posted On 05/29/2025 **Job Overview** **_Are you passionate about helping others secure their ... Bank & Trust Wealth Management team as a **Trust Officer ** and play a vital role in managing and...play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As… more
- M&T Bank (Vero Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Bank of America (Pennington, NJ)
- Trust Officer I (TO I) Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... learn, grow, and make an impact. Join us! **Trust Officer I (TO I), Private Banking (PB), Pennington, NJ...(TO I), Private Banking (PB), Pennington, NJ -** Provides fiduciary support and expertise to meet the needs of… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Administer assigned book of ... client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as primary point of contact for the client on… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- KeyBank (Brooklyn, OH)
- …Amherst, New York 14226 **This role can be filled as either a Lead Closing Officer or Senior Closing Officer .** **_Qualified candidates must reside near one of ... days per week in a hybrid capacity._** **Senior Closing Officer ** **ABOUT THE JOB (JOB BRIEF)** This position is...in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Clearly… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …closely with advisors, all while adhering to strict regulatory and compliance fiduciary standards. Leads large and/or multiple projects with significant scope and ... to maintain deep and meaningful relationships with clients while providing sound fiduciary investment management and oversight that adheres to fiduciary asset… more
- Bank of America (Conshohocken, PA)
- Senior Trust Officer Conshohocken, Pennsylvania;Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
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